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In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas

Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

Author Guest Columnist Tim Welsh January 23, 2014 at 6:21 AM
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Hundreds of CPAs looking to roll the dice on wealth management gathered at the Aria Resort and Casino this week.


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